401(k) · DOL Form 5500 · 2023

Alkeon Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
73
Participants Small participant base
67th
Percentile by assets National rank
$204,454
Avg per participant Above avg balance/head
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Official DOL plan name: Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · Sponsored by Alkeon Capital Management, LLC · New York · Finance & Insurance

$15M in assets, 73 participants

Alkeon Capital Management, LLC's Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported $15M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,628 in Finance & Insurance (8,869 peers)

Alkeon Capital Management, LLC multi-year trail

Alkeon Capital Management, LLC's plans moved +51.4% in assets from 2022 to 2024; this filing shows Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan at $15M / 73 participants.

#4,628
in Finance & Insurance (8,869 peers)
+25.7%
assets growth YoY

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's outsized position by total assets

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,925,141 Top 33% higher than 67% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan reported participants fell from 74 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 134200935 · Alkeon Capital Management, LLC PY 2023 · 401(k)

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan · $15M · 73 · 67th

  • PART $15M
  • TYPE 73
  • NET 67th
  • BOOK 401(k)
  • VS-ST near Alcom, LLC 401(k) Plan
  • BOY ind #4628

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan in the asset neighbourhood

Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanAlkeon Capital Management, L…$15MAlcom, LLC 401(k) Plan$15MRib USA 401(k) Plan$15MBest Services Group, Inc. Employee Savings and Profit Sharing PlanBest Services Group, Inc. Em…$15MDelta Consulting Group, Inc. Retirement PlanDelta Consulting Group, Inc.…$15M
End-of-year total assets ($M) among Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alkeon Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alkeon Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.43159138561465% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.9M $18M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 74 $12M
2023 1 73 $15M
2024 1 77 $18M

Alkeon Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN134200935
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan, Total assets ($B): 0.014925141 · Participants: 73Alkeon Capital Management, LLC 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan side-by-side with 3 peers →

Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alcom, LLC 401(k) Plan in ME ($15M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan assets move in 2023? ▼
Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan grew sharply - up 25.7% during 2023, from $12M to $15M. Reported net income was $3M.
How have Alkeon Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alkeon Capital Management, LLC's sponsor-wide assets grew 51.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alcom, LLC 401(k) Plan in ME ($15M, 648 participants).
Which 401(k) plans cover a similar participant headcount to Alkeon Capital Management, LLC 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134200935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.